Edit Workflow Step Screen - Related Matters

Modified on Tue, 10 Jan 2023 at 06:54 PM

In the step actions section, you can choose what will happen as a user moves a matter to this step. For each switch that is displayed, there will be a number of options to choose what is created, what the user is prompted to do or what is allowed to happen on this step. For more information on related matters - Related Matters.


For the related matters options to show please switch the related matters section to "On".

The related matters section will appear at the bottom of your screen:

Here, you are able to prompt users to link the matter going through the step change to another matter in the system, or to create another matter as a related matter from the matter.

Adding Related Matter Types

  1. Click Add row button.
  2. Select the related matter type that you would like users to create.
  3. Tick the Required box if you would like to make it a requirement for the user to relate the matter to another matter before they can move to the next step.
  4. Click Save.

NOTE: The list of matter types available will be limited to the types of matters that have been set as related matters for this matter type. If you have not configured your matter type to be related to another matter type, it will not appear in this dropdown.

When a user moves to this step on a matter, they will see a related matters section appear.

By clicking on the drop down box in the quick add section users can search for a matter to link too or click on the + Create Related Matter With Mapped Data button to create a matter to link too.

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